Broker Check
13 April
New Wealth Management Strategies for Today's Turbulent Times


You are cordially invited to an educational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this dinner. Enjoy a complimentary dinner, served immediately after the presentation.

The well-known local retirement specialists at Prosperity Financial Solutions will reveal the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden. Learn what other advisors don’t want you to know. Best of all, you will leave with ideas you never heard before. 

This complimentary educational dinner covers the following topics and strategies: 

  • Strategies to help you avoid having to take Required Minimum Distributions (RMDs).
  • How to avoid running out of income during retirement.
  • Creative ways you can use the new tax code to move money into tax-free accounts at reduced tax rates.
  • How to create a portfolio similar to those used by the most sophisticated investors in the world.
  • Understand what the new tax law may mean to you.


Register today at: (844) 584-0614 (Toll-Free, 24 Hours) or *CLICK HERE* to register online with code: JEFJAM

*With your safety in mind, this event has limited seating to comply with state-recommended group sizes and social distancing. Please, first-time attendees only.

Date and Time

Thu, Apr 13, 2023

6:00p - 8:00p EST


Manero's Restaurant

2851 W High Meadow Ave.
Palm City , FL 334990
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Event Registration